Financial Reporting Software & Tools Matthew Adamowicz, CPA.CITP,MCP
Speaker Matthew Adamowicz, CPA.CITP, MCP Co-Founder of T3 Information Systems Founded Technology Department at Tate & Tryon 8 years Technology Partner at Tate and Tryon 21 Years experience working in public accounting Expertise in financial reporting system, accounting system implementations, and budgeting system development
About Us T3 Information Systems PHOTO OF STAFF OR WORKPLACE HERE 616W X 186 PX Established 1997 Spin-off January 2009 Microsoft Gold Certified Partner 20 staff 200+ Clients
Our services Financial Software CRM Financial Reporting System Integrations Custom Development T3 Applications
Our clients
Financial Reporting Best Practices
Best Practices 1. Make Reports Interactive 2. Answer the Question Why 3. Automated Batch Reporting 4. Ability to Access on Web
Financial Reporting Tools
Small to Mid-Market Management Reporter F9 BizInsight Jet Reports Alchemex Vivid Reports BI360 (OneStop Reporting) others..
Software Spotlight Software Management Reporter Highlights Microsoft s official replacement for FRx. Only available for Dynamics ERPs. Details Look and feel similar to FRx. Rows, Trees, Columns CASE STUDY HERO IMAGE HERE 404W X 314H PX Included with Microsoft Licenses
Management Reporter Features: GL Data Only Flexibility in designing financial reports Drill back into Dynamics Benefits: Licenses come with Microsoft Dynamics ERP Short learning curve Report Scheduling and distribution SharePoint Integration with alerts
F9 Software Spotlight Software Highlights Easy to use reporting solution with dynamic links from Excel to GL. Also has F9 Professional which uses data warehouse. Details Infor Global Solutions Suite 200, 1500 Georgia Street Vancouver, British Columbia Canada, V6G 2Z6 800-663-8663 www.f9.com
F9 Reporting Features: Simple Cell Formula Drilldown to segments and transactions Includes budget writeback Integrated with 30+ accounting systems Benefits: Easy to use and understand Data updates are as easy as pressing F9 Report scheduling and distribution Utilize VBA macros to automate reports
F9 Reporting Accounting Systems (Hotlink): - Microsoft Dynamics GP - Epicor: 7.3, 9.05 - Microsoft Dynamics SL - American Fundware - Microsoft Dynamics NAV - DacEasy - ACCPAC - Data Pro - Sage 500 - Accountmate - Sage ERP 100 - SysPro - Sage BusinessWorks - Stone River - Sage ERP X3 - Macola - Exact - CYMA - Platinum - others..
Software Spotlight Software BizInsight Highlights Real-time reporting with connections to other data beyond GL. Details BizNet Software Inc. 14785 Preston Rd Suite 460 Dallas TX 75254 888-803-5227 www.biznetsoftware.com
BizInsight Features: Simple cell formulas Drag & drop report design Report connections beyond the GL Drilldown to segments and transactions Benefits: Easy to use and understand Fast report generation/calculation Run live reports or schedule reports Local connection or over the web
BizInsight Accounting Systems: - Microsoft Dynamics GP - Epicor: 7.3, 9.05 - Microsoft Dynamics SL - Epicor: iscala 2.3 - Microsoft Dynamics AX - SunGuard - Sage 500 - Accountmate - Sage PFW - Open Systems: Traverse - Sage Timberline - Firestream - Sage ERP X3 - Accountmate - Expandable - CYMA
Software Spotlight Software Jet Reports Highlights Advanced Dynamic Reporting Beyond General Ledger Details Jet Reports LLC 10450 SW Nimbus Suite B Portland OR 97223 503-608-3602 www.jetreports.com
Jet Reports Features: Advanced dynamic reporting Drag & drop report design Connection beyond the GL Dynamic drilldown options Benefits: Wizard based report creation Report security Schedule reports for automatic distribution Improve productivity
Jet Reports Accounting Systems: - Microsoft Dynamics GP - Microsoft Dynamics NAV - Microsoft Dynamics AX
Software Spotlight Software BI360 (OSR) Highlights Full-fledged Excel Based report writer with connections to all the main modules and data in your accounting system. Details Solver 10780 Santa Monica Blvd Suite 370 Los Angeles CA 90025 310-691-5300 www.solverusa.com CASE STUDY HERO IMAGE HERE 404W X 314H PX
BI360 (OSR) Features: Drag-and-drop report design Integrated user security Report on various sub-ledgers and GL Dynamic drill-down Benefits: On demand Reporting Dynamic Reporting Interactive Reporting Access over web
BI360 (OSR) Accounting Systems: - Microsoft Dynamics GP - Visma Business - Microsoft Dynamics SL - Epicor Prophet 21 - Microsoft Dynamics AX - SAP Business One - Microsoft Dynamics NAV - Sage 500 - Microsoft Dynamics CRM - Sage ERP X3 - MultiCase - 24SevenOffice
Enterprise BI360 (OneStop Reporting) Hyperion Cognos Excel4apps Jaspersoft
Dashboards (Reporting Alternative)
Software Solutions Dundas Tableau idashboards Qlickview NetCharts
Software Spotlight Software Dundas
Software Spotlight Software Tableau
Software Spotlight Software idashboards
Software Spotlight Software NetCharts
Questions? Open Q & A Session Email madamowicz@t3infosystems.com